Can you create a plan that automatically adjusts for inflation or market changes?
Estate planning is often viewed as a static process – create a document, file it away, and assume it will …
San Diego County
Can you assist with creating a digital legacy plan?
The concept of a digital legacy is relatively new, born from our increasingly online lives, but its importance is rapidly …
Can we use a silent trust to delay beneficiary awareness?
The question of whether a silent trust—also known as a “letter of wishes trust” or a “see-through trust”—can effectively delay …
Can we incorporate succession planning for non-traditional family structures?
Succession planning, traditionally focused on biological families and linear inheritance, is undergoing a significant evolution. Increasingly, individuals are forming “chosen …
Can video be used as evidence in a trust contest?
The question of whether video can be used as evidence in a trust contest is a common one, and the …
Can the trustee of a bypass trust delegate investment authority?
The question of whether a trustee of a bypass trust—also known as a credit shelter trust or a family trust—can …
Can the trustee distribute only a portion of interest income?
The question of whether a trustee can distribute only a portion of interest income is a common one, and the …